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  4. Pipedrive

Microsoft Dynamics CRM + Pipedrive Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Pipedrive

  • No code
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  • Lightning Fast Setup
Microsoft Dynamics CRM Integrations
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
Pipedrive Alternatives

Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Microsoft Dynamics CRM + Pipedrive

  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Person to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Person
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Deal to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Deal
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Activity to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Activity
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Update Person in Pipedrive when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Update Person
  • Microsoft Dynamics CRM Pipedrive

    Microsoft Dynamics CRM + Pipedrive

    Create Note to Pipedrive from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Pipedrive Create Note
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Pipedrive in easier way

It's easy to connect Microsoft Dynamics CRM + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

Show All

How Microsoft Dynamics CRM & Pipedrive Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Pipedrive

Microsoft Dynamics CRM

Pipedrive

Integration of Microsoft Dynamics CRM and Pipedrive

Benefits of Integration of Microsoft Dynamics CRM and Pipedrive

In this article, I will discuss the integration of Microsoft Dynamics CRM and Pipedrive.

Microsoft Dynamics CRM is a customer relationship management software that is used to manage the customer interactions, sales, marketing and service functions. It helps companies organize customer, business and sales data all in one place so that information can be shared easily among team members. Pipedrive is a sales pipeline management & CRM software for companies with sales teams. In short, it helps sales teams track deals from lead to closed-won deals.

Integration of Microsoft Dynamics CRM and Pipedrive enables easy sharing of information between these two applications. CRM integration enables the automatic syncing of customer data between Microsoft Dynamics CRM and Pipedrive so that information can be shared between the two applications without any manual work.

The integration provides the fplowing benefits:

Automation of data entry and updates between the applications. With automatic syncing of data, you don't have to manually enter data into both applications. You only need to do manual updates if there are changes to data. You can automatically add Pipedrive deals and contacts to Microsoft Dynamics CRM by integrating the two applications. This makes it easy to share critical deal information across your company. When new leads are created in Pipedrive, they automatically appear as opportunities in Microsoft Dynamics CRM. If a customer moves from one stage to another in Pipedrive, their status automatically updates in Microsoft Dynamics CRM.

In conclusion, integration of Microsoft Dynamics CRM and Pipedrive helps companies manage customer relationships better. Companies can use the two applications together to streamline processes, manage deals effectively and get real-time information about the customer's needs.

The process to integrate Microsoft Dynamics CRM and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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